Search results by user ID 6491

Re: Tag Table

JenH — Thu, 24 Jul 2014 20:23:49 GMT

Wonderful! Thank you so much!!

I now would like to Export and Import the new tag information for my contacts, but I do not see that "contacts" is an option in the drop down menu of the Pick a Table step of exporting?

Can you please explain how I would Export my current contact list so that I can edit thier tags in excel and then re-import?

Thanks!!!

Jen

Tag Table

JenH — Thu, 24 Jul 2014 00:35:17 GMT

I created a field for Taglist in the New Lead screen, but realized that I need to tag my contacts not my entities. So now I would like to delete the tag names that I created for Entities so I can create them within the Contacts, but I do not know where to find that tag table to delete the names

Thanks!

Jen

Re: All tags not showing

JenH — Thu, 17 Jul 2014 19:23:28 GMT

Ok. Thanks! for some reason it wasn't letting me scroll to see the rest of the tags below the first few.

I have another Tag question though :)

I would like to add the tag list option that is in the edit contact screen to the New Lead Screen. I followed the instructions in the help center article: "Any table can support tags. Simply create a field with the reserved name of "TagList". It is recommended you set the length of the field to 4000 characters." see below:

But when I go to the actual screen it looks like this instead of the list menu. Help!

All tags not showing

JenH — Wed, 16 Jul 2014 20:52:40 GMT

I am trying to add tags to my contacts, but the tag list is not displaying all of the tags that I have

https://www.evernote.com/shard/s409/sh/542dc218-5d7b-4aca-9d8f-289d6f04927e/b301f43cda763f9f595040ac19e3359b

Thanks!

Jen

View all contacts -- Customers + Leads + Opportunites

JenH — Wed, 16 Jul 2014 19:41:44 GMT

Is there a way to view and/or run a report so that I can see all of these contacts together in alphabetical order?

Thanks!

Jen